Preventing and Handling Domicile Audits

Massachusetts Continuing Legal Education (MCLE)
Seminar, Webinar, CLE Available
April 2, 2024
9:00 AM - 11:00 AM ET
Virtual or In Person at MCLE Conference Center
10 Winter Place
Boston, MA 02108

Private Wealth Services attorney Shari Levitan will participate in a Massachusetts Continuing Legal Education (MCLE) hybrid program exploring how clients can successfully change domiciles to avoid Massachusetts estate taxes. The speakers will cover the basics of changing domiciles, followed by a discussion of how seemingly simple daily activities can affect the ability to avoid these taxes. Ms. Levitan will explain what happens when a client is audited, including how to plan for and defend against an audit, as well as health issues that could impact changing domicile.

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